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Ecolab
ECL

724 hedge funds and large institutions have $24.5B invested in Ecolab in 2014 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 282 increasing their positions, 286 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 40 → 43 (+3)

3% more capital invested

Capital invested by funds: $23.7B → $24.5B (+$807M)

0.03% less ownership

Funds ownership: 75.43% → 75.4% (-0.03%)

1% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 286

3% less funds holding

Funds holding: 743 → 724 (-19)

15% less call options, than puts

Call options by funds: $28.2M | Put options by funds: $33.3M

21% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 52

Holders
724
Holders Change
-19
Holders Change %
-2.56%
% of All Funds
20.91%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
1.24%
New
41
Increased
282
Reduced
286
Closed
52
Calls
$28.2M
Puts
$33.3M
Net Calls
-$5.13M
Net Calls Change
-$211K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$176M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$104M
3
JIM
Jensen Investment Management
Oregon
+$61.6M
4
MCM
Marsico Capital Management
Colorado
+$44.1M
5
Brown Advisory
Brown Advisory
Maryland
+$41.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$163M
2
O
OppenheimerFunds
New York
-$116M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$71.5M
4
DSA
Davis Selected Advisers
Arizona
-$56.1M
5
Invesco
Invesco
Georgia
-$52M
Name Holding Trade Value Shares
Change 		Change in
Stake
T
626
Thomaspartners
Massachusetts
$269K – – –
SLG
627
Stanley-Laman Group
Pennsylvania
$269K +$261K +2,492 New
LJAC
628
L.J. Altfest & Co
New York
$259K – – –
FFA
629
First Foundation Advisors
California
$258K -$8.38K -80 -3%
T
630
TradeWorx
New Jersey
$257K -$241K -2,299 -49%
ATC
631
Argent Trust Company
Louisiana
$255K – – –
RBC
632
Ronald Blue & Co
Georgia
$245K +$8.38K +80 +4%
DBG
633
De Burlo Group
Massachusetts
$243K – – –
CCA
634
Conestoga Capital Advisors
Pennsylvania
$240K – – –
PAG
635
Private Advisor Group
New Jersey
$240K +$232K +2,218 New
AFG
636
Albion Financial Group
Utah
$239K +$12.6K +120 +6%
AIA
637
AGF Investments America
Ontario, Canada
$238K +$31.4K +300 +16%
ZCI
638
Zevenbergen Capital Investments
Washington
$229K +$223K +2,125 New
BCM
639
Brown Capital Management
Maryland
$227K -$10.2M -97,066 -98%
FB
640
Fulton Bank
Pennsylvania
$227K -$55K -525 -20%
MWAC
641
Mariner Wealth Advisors (Cincinnati)
Ohio
$226K -$23.6K -225 -10%
GIS
642
Guardian Investor Services
New York
$226K -$8.59K -82 -4%
ARMT
643
Amica Retiree Medical Trust
Rhode Island
$220K – – –
TFA
644
Transamerica Financial Advisors
Florida
$220K +$142K +1,358 +202%
EVM
645
Evelyn V. Moreno
$217K – – –
VFS
646
VSR Financial Services
Kansas
$217K +$1.05K +10 +0.5%
RFS
647
Rockefeller Financial Services
New York
$216K – – –
Parallax Volatility Advisers
648
Parallax Volatility Advisers
California
$216K +$174K +1,660 +487%
SCM
649
Shelton Capital Management
Colorado
$209K – – –
EWM
650
Endurance Wealth Management
Rhode Island
$203K +$197K +1,885 New
24 25
26
27 28

ECL Hedge Fund Activity: Q1 2014 in Review

724 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Ecolab (ECL) for Q1 2014, worth a combined $24.5B — up 3.4% from $23.7B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of ECL and 41 opened new positions — a net loss of 11 holders — while 286 trimmed existing stakes and 282 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $176M. The largest seller was Fidelity Investments, cutting an estimated $163M.

  • 724 institutional investors held Ecolab (ECL) as of Q1 2014, down from 743 in Q4 2013.
  • Funds reported $24.5B of Ecolab stock for Q1 2014, up 3.4% quarter-over-quarter.
  • 41 funds opened new Ecolab positions in Q1 2014 and 52 closed out, a net change of -11 holders.
  • The largest Ecolab buyer in Q1 2014 was T. Rowe Price Associates, an estimated $176M added.
  • The largest Ecolab seller in Q1 2014 was Fidelity Investments, an estimated $163M sold.

Based on aggregated 13F filings for Q1 2014.